items:ad_hoc_items

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items:ad_hoc_items [2019/10/16 17:19] – [The "Show" Drop-down list] Emily Porrelloitems:ad_hoc_items [2025/02/13 04:47] (current) – [Show drop-down list] Craig Drown
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 {{indexmenu_n>80}} {{indexmenu_n>80}}
-===== 4.08. Ad hoc items =====+====== 4.09. Ad hoc items ======
  
  
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 This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes: This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes:
-<HTML><div align="center"></HTML>+
  
 ^ Status code ^ Meaning ^ ^ Status code ^ Meaning ^
-| == un == | The item has not yet been assigned to a supplier- think of this as your "to-do" list | +|  un  | The item has not yet been assigned to a supplier- think of this as your "to-do" list | 
-| == as == | The item has been assigned to a supplier, but has not been placed on a Purchase Order. These items also need action. | +|  as  | The item has been assigned to a supplier, but has not been placed on a Purchase Order. These items also need action. | 
-| == po == | The item has been added to a Purchase Order, but the goods have not arrived. | +|  po  | The item has been added to a Purchase Order, but the goods have not arrived. | 
-| == fn == | The item has arrived from a supplier and been invoiced to the customer | +|  fn  | The item has arrived from a supplier and been invoiced to the customer | 
-<HTML></div></HTML>+
  
-== The "Name" field ==+== Name field ==
  
 Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer. Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer.
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 Once you have chosen a name you can fine-tune the list displayed for that name. Once you have chosen a name you can fine-tune the list displayed for that name.
  
-== The "New" button ==+== New button ==
  
 Clicking the "new" button displays this window: Clicking the "new" button displays this window:
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 When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank. When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank.
  
-== Editing an Ad Hoc item ==+== Editing an ad hoc item ==
  
 To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details. To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details.
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 {{ :items:adhoc_edit_itm.png?600 }} {{ :items:adhoc_edit_itm.png?600 }}
  
-== Adding Ad Hoc items to a Purchase Order ==+== Adding ad hoc items to a purchase order ==
  
-When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing:ordering_from_suppliers#The Ad Hoc items tab.]]+When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing:ordering_from_suppliers#ad hoc items tab]].
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-|  //  Previous:  **[[items:merge_items|4.7. Merging two items]]** | | Next: **[[items:non_stock_items|4.9. Non stock items]]** //  |+|  //  Previous:  **[[items:merge_items]]** | | Next: **[[items:non_stock_items]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2019/10/16 17:19
  • by Emily Porrello